Accounting Firm

Kathleen Portelli Chartered Accountant

A Sydney chartered accounting firm covering tax, self-managed super funds and financial planning

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TrustList summary

Kathleen Portelli Chartered Accountant trades as KP Chartered, a Sydney accounting practice. Its team covers business, tax, financial planning and wealth creation, and works with clients on problems as they come up.

What Kathleen Portelli Chartered Accountant offers

Accounting: support for business records and reporting.
Taxation: advice tailored to a client's current situation.
SMSF services: accounting and advice for self-managed super funds.
Portfolio management: help with investment portfolios.
Financial planning: planning towards wealth and growth goals.

Customers and markets

Businesses and individuals in the Sydney area. The firm says it explains complex matters in simple terms and offers online resources and newsletters.

Key facts

Based in: Sydney, New South Wales, Australia
Trading name: KP Chartered
Specialism: self-managed super funds

Summary written by TrustList from the business's own published information, Oct 2026.

Categories & features

Rankings

Kathleen Portelli Chartered Accountant is ranked on 1 TrustList ranking at #27.

Every ranking orders its listings by their reviews, how complete the profile is and the Trust Score. Kathleen Portelli Chartered Accountant has no reviews yet and 3 of the 10 profile details we look for. Where no listing on a page has been reviewed, the order follows the profiles alone.

Accounting firm · 1 ranking

#27of 274
Simple
It is one of 3 here listing driving and one of 5 here listing recommendations.
Its profile: “The firm says it explains complex matters in simple terms and offers online resources and newsletters.”
Of the top 81 here, 58 also cover tax and 57 also cover accounting; 5 also work in California and 3 also work in Sydney.
Behind Jones & Co, ahead of KeysCPA Inc..

As of 2026-11-01. Organic ranks only; sponsored placements are never ranks. How TrustList ranks